Estate Planning Director jobs in Wisconsin

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Real Estate and Estate Planning Attorney
  • Wilkinson Law Group, LLC
  • Spring, WI FULL_TIME
  • Real Estate and Estate Planning Attorney

    Are you looking for a chance to work with real people in a rural setting and escape the billable hour? Wilkinson Law Group, LLC is looking for an associate attorney to provide estate plans, estate/trust administration, real estate documents and closings, and good honest advice to people in Southwest Wisconsin. We are based in Spring Green but have office space and business opportunities in 11 cities across the area.

    Unlike most firms, we provide services on a flat fee basis. There is no billable hour requirement but compensation is a base salary plus bonuses based on collections. We think life and practice is better when you're not always watching the clock!

    This is a hybrid position where client meetings are in office but you can work from home for drafting days if you choose. You can largely set your own hours and will have significant control over your schedule.

    This is a very entrepreneurial firm, so self-starters and hungry people may be best suited for the position. The ideal candidate wants to live and work in a rural community, has a serious interest in estate planning and real estate, has some tax background, and works well in an entrepreneurial environment.

    This firm has serious momentum and tons of growth opportunities! Help us grow this business, while providing quality and needed legal services to the people of Southwest Wisconsin!

    Qualifications:
    - Juris Doctor (J.D.) degree from an accredited law school
    - Admission to the Wisconsin State Bar association
    - Strong analytical and problem-solving skills
    - Excellent written and verbal communication skills
    - Ability to work independently
    - Attention to detail and strong organizational skills
    - Prior experience in estate planning is preferred but not required

    This is an excellent opportunity for an ambitious attorney to join our dynamic legal team. To apply, please submit your resume, cover letter, and references. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

    Note: This job description is intended to provide a general overview of the position. It is not intended to be an exhaustive list of all responsibilities, duties, and qualifications required.

    Job Type: Full-time

    Pay: $75,000.00 - $125,000.00 per year

    Benefits:

    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Health savings account
    • Paid time off
    • Professional development assistance
    • Relocation assistance
    • Vision insurance

    Schedule:

    • Monday to Friday
    • Weekends as needed

    Ability to Relocate:

    • Spring Green, WI 53588: Relocate before starting work (Required)

    Work Location: Hybrid remote in Spring Green, WI 53588

  • 13 Days Ago

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Estate Planning Specialist
  • Orgel Wealth Management, LLC
  • Altoona, WI FULL_TIME
  • DescriptionPosition SummaryThe Estate Planning Specialist will work with our Advisors to educate clients on estate planning and business succession and will serve as a resource for clients who are wor...
  • 2 Days Ago

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Estate Planning Paralegal
  • Law Office of Jane L. Walker
  • North Prairie, WI FULL_TIME
  • We know you may not be actively looking for a job, yet maybe your inner voice keeps telling you that you can get more out of your career, be more fulfilled and have a better work/life balance. Do you ...
  • 1 Month Ago

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Director of Planning
  • Heckmann Financial
  • Middleton, WI FULL_TIME
  • Heckmann Financial is a leading financial planning and advisory firm based in Middleton, Wisconsin. We serve high-net-worth and ultra-high-net-worth individuals, families and related entities. We are ...
  • 1 Month Ago

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Contract Opportunity: Estate Planning Attorney
  • United Placement Group
  • Waukesha, WI CONTRACTOR
  • Whether you are growing an existing solo practice or just starting out on your own, we would love to help. If you are looking for personal and professional growth, this relationship is perfect for you...
  • 1 Month Ago

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Contract Opportunity: Estate Planning Attorney
  • United Placement Group
  • Milwaukee, WI CONTRACTOR
  • Whether you are growing an existing solo practice or just starting out on your own, we would love to help. If you are looking for personal and professional growth, this relationship is perfect for you...
  • 1 Month Ago

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Director of Planning
  • City of Cambridge
  • Cambridge, MD
  • Job Description Job Description POSITION DESCRIPTION The Director of Planning works under the direct supervision and rec...
  • 3/28/2024 12:00:00 AM

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Director of Planning and Analysis
  • Sunsweet Growers
  • Yuba City, CA
  • This role reports to Chief Financial Officer with a strong dotted line to the Vice President of Manufacturing. The succe...
  • 3/28/2024 12:00:00 AM

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Director of Planned Giving
  • Saint Peter's University
  • Jersey City, NJ
  • Job Title Director of Planned Giving Campus Jersey City Campus Department Advancement Full Time, Part Time, Adjunct Full...
  • 3/28/2024 12:00:00 AM

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Finance Planning Director
  • Armanino LLP
  • San Ramon, CA
  • At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in ...
  • 3/27/2024 12:00:00 AM

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Family Planning Director
  • Careerbuilder
  • Davis, CA
  • Family Planning Director Position Overview: The salary range for this position is $335,000-$400,000. This position inclu...
  • 3/26/2024 12:00:00 AM

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Director of Planning and Development
  • SPARTANBURG COUNTY
  • Spartanburg, SC
  • ABOUT SPARTANBURG COUNTY, SC Situated in Upstate South Carolina, Spartanburg County offers an unparalleled climate for b...
  • 3/26/2024 12:00:00 AM

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Director of Planning & Zoning
  • Kennett Township
  • Chadds Ford, PA
  • Are you looking for a job that allows you to be part of the community you work in and a vital tool to the department? Do...
  • 3/25/2024 12:00:00 AM

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VP Director - Strategic Planning (Communications)
  • Meet
  • Meet is partnered with a Healthcare Advertising Services company in need of a Vice President to lead strategy. The Strat...
  • 3/24/2024 12:00:00 AM

Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast. With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$127,470 to $189,581

Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020